Institutional Ownership Invesco California Value Municipal Income Trust (VCV)
This table provides information about the institutional ownership of Invesco California Value Municipal Income Trust (VCV). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 6.41 Million shares, which have been reported (via 13F filing form) to have a value of $65.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,006
shares
|
$229,742
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
21,364
shares
|
$223,040
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
20,869
shares
|
$217,872
0.0% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
20,620
shares
|
$215,272
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
20,000
shares
|
$208,800
0.21% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
17,031
shares
|
$177,803
0.0% of portfolio
|
Q1 2025
Reduced 55.26%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
16,059
shares
|
$167,655
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
16,000
shares
|
$167,040
0.06% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
13,456
shares
|
$140,480
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,146
shares
|
$137,244
0.0% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
12,800
shares
|
$133,632
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
12,134
shares
|
$126,678
0.03% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
11,925
shares
|
$124,497
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
11,779
shares
|
$122,972
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
10,300
shares
|
$107,532
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
5,166
shares
|
$53,933
0.0% of portfolio
|
Q3 2023
Added 0.54%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,784
shares
|
$49,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,625
shares
|
$16,965
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$10,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
874
shares
|
$9,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
800
shares
|
$8,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
684
shares
|
$7,140
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|